+183.8%
VXUS vs APD
+455.6%
-271.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.9% |
| 7D | +1.0% | -2.2% | +3.2% | +2.0% |
| 30D | +2.2% | +2.1% | +0.1% | +1.2% |
| 3M | +3.0% | +7.2% | -4.2% | -0.6% |
| 6M | +10.7% | +11.2% | -0.6% | +4.7% |
| YTD | +17.8% | +24.4% | -6.5% | +5.8% |
| 1Y | +27.6% | +6.7% | +20.9% | +21.7% |
| 3Y | +73.3% | +9.2% | +64.1% | +57.9% |
| 5Y | +54.3% | +27.4% | +27.0% | +26.9% |
| 10Y | +149.8% | +164.8% | -15.0% | +27.5% |
| All | +183.8% | +455.6% | -271.8% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded APD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling